Correlation
The correlation between GTY and SCHD is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
GTY vs. SCHD
Compare and contrast key facts about Getty Realty Corp. (GTY) and Schwab US Dividend Equity ETF (SCHD).
SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTY or SCHD.
Performance
GTY vs. SCHD - Performance Comparison
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Key characteristics
GTY:
0.84
SCHD:
0.42
GTY:
1.07
SCHD:
0.49
GTY:
1.13
SCHD:
1.07
GTY:
0.60
SCHD:
0.28
GTY:
2.16
SCHD:
0.84
GTY:
6.26%
SCHD:
5.32%
GTY:
19.81%
SCHD:
16.46%
GTY:
-63.16%
SCHD:
-33.37%
GTY:
-9.75%
SCHD:
-9.68%
Returns By Period
In the year-to-date period, GTY achieves a -1.75% return, which is significantly higher than SCHD's -3.27% return. Over the past 10 years, GTY has outperformed SCHD with an annualized return of 11.33%, while SCHD has yielded a comparatively lower 10.57% annualized return.
GTY
-1.75%
4.44%
-9.75%
16.58%
7.59%
7.78%
11.33%
SCHD
-3.27%
1.16%
-9.40%
6.77%
3.50%
12.24%
10.57%
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Risk-Adjusted Performance
GTY vs. SCHD — Risk-Adjusted Performance Rank
GTY
SCHD
GTY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Getty Realty Corp. (GTY) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
GTY vs. SCHD - Dividend Comparison
GTY's dividend yield for the trailing twelve months is around 6.31%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTY Getty Realty Corp. | 6.31% | 6.04% | 5.95% | 4.90% | 4.92% | 5.45% | 4.32% | 4.45% | 4.27% | 4.04% | 6.71% | 5.27% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
GTY vs. SCHD - Drawdown Comparison
The maximum GTY drawdown since its inception was -63.16%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for GTY and SCHD.
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Volatility
GTY vs. SCHD - Volatility Comparison
The current volatility for Getty Realty Corp. (GTY) is 4.55%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.91%. This indicates that GTY experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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